SEC filer

This is function imports data for a specified SEC filing entity. An SEC filing entity can be a person, public company or private filer. This function requires that the entity has a Central Index Key [CIK].

sec_filer(
  entity_names = NULL,
  tickers = NULL,
  ciks = NULL,
  tables = NULL,
  nest_data = FALSE,
  parse_all_filing_url_data = FALSE,
  parse_xbrl = FALSE,
  parse_subsidiaries = FALSE,
  parse_13F = FALSE,
  parse_asset_files = FALSE,
  parse_small_offerings = FALSE,
  parse_complete_text_filings = FALSE,
  parse_form_d = FALSE,
  parse_form_3_4s = FALSE,
  assign_to_environment = TRUE,
  return_message = TRUE
)

Arguments

entity_names	vector names to search
tickers	character vector of ticker symbols to search
ciks	numeric vector of CIKs
tables	tables to include if they exist General: general information about the filer CIK Filings: summarised filings for a CIK Filings: summarised filings for an entity, slightly different than CIK Filings Private Offerings: parses any private offerings Related Parties: parses any related parties [people] Traders: parses major traders C Level: parses information about executives MDA: parses text from company 10-K Management Discussion and Analysis [MDA] section Owners: parses information about major owners Insider Trades: parses insider trade information Trades: parses all trade information
nest_data	return a nested data frame TRUE, FALSE
parse_all_filing_url_data	TRUE parses every SEC fling link
parse_xbrl	TRUE parse XBRL for public companies, data starts in 2009
parse_subsidiaries	TRUE parse all filer subsidiaries (default)
parse_13F	TRUE parse 13F's for institutional managers
parse_asset_files	TRUE parses ABS XML for ABS Asset Data filing entities (default)
parse_small_offerings	TRUE parses Regulation CrowdFunding Form 1-A data if any exists for a filer (default)
assign_to_environment	true assigns individual data frames to your environment
return_message	TRUE return a message after data import

Value

where nest_data is TRUE a nested tibble by asset, where nest_data is FALSE a tibble

Details

The function acquires information for the specified tables and will auto parse forms if the filer has them and the user activates these parameters.

See also

Other SEC: dictionary_sec_filing_codes(), dictionary_sec_form_codes(), dictionary_sic_codes(), edgar_filing_streams(), mmf_owned_debt_securities(), recent_insider_trades(), rf_leis(), rf_sec_13F_companies(), sec_bankruptcies(), sec_broker_dealers(), sec_ciks(), sec_closed_end_funds(), sec_cusips(), sec_failed_to_deliver_securities(), sec_filing_entities(), sec_foia_requests(), sec_investment_companies(), sec_money_market_funds(), sec_municipal_advisors(), sec_securities_filing_counts(), sec_securities_metrics_by_exchange(), sec_xbrl_periods(), securities_offerings(), us_public_companies()

Other Rank and Filed: mmf_owned_debt_securities(), recent_insider_trades(), rf_leis(), rf_sec_13F_companies(), sec_filing_entities(), securities_offerings(), us_public_companies()

Other entity search: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_metadata(), adv_managers_periods_summaries(), finra_entities(), nareit_entities(), reit_funds(), rf_leis(), rf_sec_13F_companies(), sec_bankruptcies(), sec_broker_dealers(), sec_ciks(), sec_closed_end_funds(), sec_cusips(), sec_filing_entities(), sec_investment_companies(), sec_money_market_funds(), sec_municipal_advisors(), sec_xbrl_periods(), securities_offerings(), us_public_companies(), ycombinator_alumni()

Other fund search: sec_investment_companies()

Examples

if (FALSE) {
sec_filer(entity_names = 'HLT Holdco', tickers = c('FB'),
nest_data = TRUE, parse_subsidiaries = TRUE, parse_all_filing_url_data = TRUE,
parse_13F = TRUE, assign_to_environment = TRUE,
return_message = TRUE)

## Small Asset Filer Example

## ABS Example

#XBRL Example

}